Customizable Bookkeeping & CFO Solutions

to Fit Your Business Needs

Standard Packages

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Standard

Solo-preneur Package

$125/month

Ideal for: Startups or freelancers with fewer than 25 monthly transactions.

Services Included:

  • Categorization and reconciliation of 1 account (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Monthly financial reports (Profit & Loss, Balance Sheet)

  • Receipt organization (up to 10 receipts/month)

  • Quarterly financial reviews

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $550

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Standard

Game-Changer Package

$250/month

Ideal for: Small businesses or solo entrepreneurs with 26–50 monthly transactions.

Services Included:

  • Categorization and reconciliation of up to 2 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Monthly financial reports (Profit & Loss, Balance Sheet)

  • Receipt organization (up to 30 receipts/month)

  • Quarterly financial reviews

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $100/month for up to 3 employees

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $600

    • S-Corps: $1,100

    • C-Corps: Consultation required

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Standard

Next-Level Package

$400/month

Ideal for: Solo entrepreneurs or small businesses with 51–100 monthly transactions.

Services Included:

  • Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)

  • Receipt management and organization

  • Quarterly financial reviews

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $100/month for up to 3 employees 

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $750

    • S-Corps: $1,100

    • C-Corps: Consultation required

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Standard

Silver Plan

$650/month

Ideal for: Small businesses with 101–200 monthly transactions.

Services Included:

  • Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Monthly financial reports with performance analysis

  • Budget tracking and cash flow assistance

  • Quarterly financial reviews

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $100/month for up to 3 employees

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $750

    • S-Corps: $1,100

    • C-Corps: Consultation required

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Gold Plan

$850/month

Ideal for: Medium-sized businesses with 201–250 monthly transactions.

Services Included:

  • Categorization and reconciliation of up to 4 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Comprehensive monthly financial reports with detailed insights

  • Receipt organization (unlimited)

  • Budget creation and variance tracking

  • Accounts payable and receivable tracking

  • Quarterly financial reviews

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $100/month for up to 3 employees

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

  • LLCs: $750

  • S-Corps: $1,500 & up

  • C-Corps: Consultation required

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CFO Packages

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CFO

Silver Package

$1,200/month

Ideal for: Businesses with up to 100 monthly transactions OR annual revenue of $100,000 to $250,000 seeking entry-level CFO oversight.

Services Included:

  • Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Financial strategy planning with monthly strategy sessions

  • Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)

  • Annual budgeting and forecasting assistance

  • Tax planning coordination

  • Payroll for up to 3 employees included

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $1,100

    • S-Corps: $1,500 & up

    • C-Corps: Consultation required

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CFO

Gold Package

$1,500/month

Ideal for: Businesses with 101–200 monthly transactions OR annual revenue between $250,000 and $500,000.

Services Included:

  • Categorization and reconciliation of up to 3 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Financial strategy planning with monthly strategy sessions

  • Monthly financial reports with detailed performance insights (Profit & Loss, Balance Sheet, Cash Flow)

  • Profitability analysis by service line

  • Annual budgeting and forecasting assistance

  • Tax planning coordination

  • Payroll for up to 3 employees included

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $1,100

    • S-Corps: $1,500

    • C-Corps: Consultation required

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CFO

Platinum

$2,800/month

Ideal for: Businesses with 201–250 monthly transactions OR annual revenue between $500,000 and $1,000,000.

Services Included:

  • Categorization and reconciliation of up to 4 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Financial strategy planning with monthly strategy sessions

  • Advanced cash flow monitoring and management

  • Budget creation and variance tracking

  • Participation in executive or board meetings to present financial insights

  • Monthly financial reports with detailed performance insights

  • Tax planning coordination

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $150/month for up to 5 employees

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $1,100

    • S-Corps: $1,500 & up

    • C-Corps: Consultation required

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CFO

Diamond Plan

$4,500/month

Ideal for: Businesses with 250–500+ monthly transactions OR annual revenue exceeding $1,000,000.

Services Included:

  • Categorization and reconciliation of up to 6 accounts (bank, credit card, or third-party accounts like Stripe or PayPal)

  • Financial strategy planning with 2X a month strategy sessions

  • Cost and margin analysis for service lines or departments

  • Participation in executive or board meetings to present financial insights

  • Comprehensive budgeting, forecasting, and variance tracking

  • Monthly financial reports with detailed performance insights

  • Tax planning coordination

  • Communication through the portal with a 48-hour turnaround during non-tax season and 48–72 hours during tax season

Add-Ons:

  • Payroll: $150/month for up to 5 employees

  • Additional Accounts: $75/month for each additional bank, credit card, or third-party account

  • Tax Preparation:

    • LLCs: $1,100

    • S-Corps: $1,500 & up

    • C-Corps: Consultation required

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Choose Your Plan

Have any questions? Ready to get started? Contact us to choose your plan today.

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